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About Apogee

Apogee has a proud history as a network for advice professionals adhering to the highest quality standards in the industry. We are an exclusive boutique network of approximately 100 advice groups across Australia.

For more than 20 years, we’ve been partnering with financial planners, accountants, and other professionals, many of whom operate their own specialised practices, to develop tailored solutions in many different areas of advice. Our goal is simple: we work with you to understand your goals and support you to achieve peak performance. This allows us to be a client first network for professional advice businesses.

We take the time to get to know your business and act as a coach and partner, guiding and motivating you to help you realise your ambitions.

We expect all members of our network to actively engage with their network peers and to always put the client first in everything they do.

How we do business: client first, professional advice services

Our values and our deep commitment to creating value set us apart:

  • Committed: We’re committed to working with you, and staying focused on achieving your financial and lifestyle goals.
  • Energetic: We continually and actively seek improvements in all that we do. By enhancing our advice and service offering, we can help you achieve more.
  • Progressive: We’re modern and progressive in our approach because we refuse to allow ourselves to be limited by conservative thinking.
  • Collaborative: We work and consult with you and other industry professionals at all times so we can give you a total solution to your financial goals.
  • Professional: We’re continually building innovative, aspirational and professional businesses.